Showing posts with label State of My Securities. Show all posts
Showing posts with label State of My Securities. Show all posts

Friday, June 10, 2016

State of My Securities: May

Oh lord, make it stop!
So it's been a rough month, and June is not looking much better, to be quite honest. Here's the report for May:

The Portfolio

Disclaimer: This is not in any way a solicitation to invest in any of the securities listed in this post, or to invest at all. I am doing this for entertainment purposes, as a means to express my own opinions. I have no business relationship with any of the companies mentioned in the post. There is always risk involved with investment. Please do your Due Diligence before investing in anything.

I have small positions (1-250 shares) in the following securities:
  1. Biostage, Inc. (Nasdaq:BSTG)
  2. Facebook, Inc. Common Stock (Nasdaq:FB)
  3. The Coca-Cola Co. (NYSE:KO)
  4.  Hawaiian Electric Industries (NYSE:HE)
  5. Square, Inc. (NYSE: SQ)
  6. New York Managment Trust, Inc. (Nasdaq:NYMT)
  7. UBS ETRACS Monthly Pay 2xLeveraged mREIT ETN (NYSEARCA:MORL)
Currently, I'm down 5.81% over the past 3 months, and -4.14% over the past year. This past month, my stocks fell another 2.32%. I did get to sell off my shares in Net Element (Nasdaq:NETE), but not at the price point that I had wanted to, unfortunately. I got around to puchasing the shares in SQ, which then promptly started dropping after their earnings report.

As I find time to do it, I'll hopefully do some extra due diligence and post about the securities that really excite me from my portfolio list.

Future Plans

Caveat: I have since purchased some shares in Pernix Theraputics Holdings, Inc (Nasdaq; PTX) for mostly shits and giggles. It's not a pick I would normally take, but I figured I could take a chance after reading some news on their current status. In any case, I'm watching it closely and will sell it after I find a good bit of profit (or if my very tight stop loss is triggered!)

I am still currently in the process of building up my dividend-spawning collection as well as companies I like a lot, I am interested and will likely buy into the following securities in the near future, assuming I can find time to do some due diligence:
  1. Armour Residential REIT, Inc. (NYSE:ARR)
  2. Cornerstone Strategic Value Fund, Inc. (NYSEMKT:CLM)
  3. Advanced Micro Devices, Inc. (Nasdaq: AMD)
  4. Ford Motor Co. (NYSE:F)
I'm still aiming to get out of the following once major gains are realized:
  1. BSTG
  2. PTX
 I want to definitely increase the holdings in the following securities, as I have stated before -- the dividends are just great:
  1. KO
  2. MORL
  3. HE
  4. NYMT

Hopefully things turn around in June.

Until next time...

Monday, April 25, 2016

State of My Securities: April

Looks about right.
So this is my inaugural State of My Securities post for Pecuniary Ruminations. As stated before, I've started playing around in the Robinhood app in January, and have lit a ton of money on fire learned a lot about companies, equitites, dividends, and all sorts of things that make me happy that I'm starting to look into this stuff now rather than later into my life.

This post is meant to be short, because if I were to write about each security listed at length, not only would that post be way too long, I don't have time to fully research each and every single company in one sitting. I'll just be stating what I hold, and how I'm doing in the one month, three month, and twelve month time periods in terms of gains/losses.

Damned winking cat.

The Portfolio

Disclaimer: This is not in any way a solicitation to invest in any of the securities listed in this post, or to invest at all. I am doing this for entertainment purposes, as a means to express my own opinions. I have no business relationship with any of the companies mentioned in the post. There is always risk involved with investment. Please do your Due Diligence before investing in anything.

I have small positions (1-250 shares) in the following securities:
  1. Biostage, Inc. (Nasdaq:BSTG)
  2. Net Element Inc. (Nasdaq:NETE)
  3. The Coca-Cola Co. (NYSE:KO)
  4.  Hawaiian Electric Industries (NYSE:HE)
  5. Bank of Hawaii Corp. (NYSE:BOH)
  6. New York Managment Trust, Inc. (Nasdaq:NYMT)
  7. UBS ETRACS Monthly Pay 2xLeveraged mREIT ETN (NYSEARCA:MORL)
Currently, I'm down 4.72% over the past 3 months, and -3.44% over the past year. This month, I took an 8.64% hit, due to some gains made in late March that promptly plummeted at the beginning of April due to a bad purchase.

As I find time to do it, I'll do some extra due diligence and post about the securities that really excite me from my portfolio list.

Future Plans

As I am currently in the process of building up my dividend-spawning collection as well as companies I like a lot, I am interested and will likely buy into the following securities in the next two weeks or so, after doing some due diligence (and posting my findings here!):
  1. Armour Residential REIT, Inc. (NYSE:ARR)
  2. Cornerstone Strategic Value Fund, Inc. (NYSEMKT:CLM)
  3. Square, Inc. (NYSE:SQ)
  4. Ford Motor Co. (NYSE:F)
I'm aiming to get out of the following once major gains are realized:
  1. BSTG
  2. NETE